Unified Contact and Deal Page
- Switch between deals without losing your place
- Quickly add tasks, notes, and send emails with the Compose Bar
- See all associated tasks, notes, and emails at a glance
- Add multiple contacts to a deal
- Create custom task reminders at flexible intervals
- Associate tasks with contacts or deals
- Customize the order of data fields
- Contact & deal data are front and center so you can get up to speed quickly
All new Activity Stream and Detail Panel
- See a detailed stream of contact activity — page views, email opens, clicks, tasks, and more.
- Discuss and comment on contact activity with other stakeholders
- Tag your teamates to notify them and bring them into the conversation
- Now you can see page views, website visits, and any events you are tracking in the activity stream
Revised Deal Pipeline Interface
- Find the exact deals you need to see. Filter by score, task, value, and more.
- Have complete control over how your deals are sorted and displayed
- Control who can see each pipeline
And Much More...
- Sort your contacts by customizable columns
- Create contacts and deal records simultaneously
- Manage tasks with our new task management page
- Create and manage organizations with multiple contacts
- Specify who in your company can see which deals with flexible permissions